Will Fox

Metropolitan Life Insurance Co. engages in the provision of insurance, annuities, and employee benefits programs. It operates through the US, and MetLife Holdings segments. The company is headquartered in New York, NY.

Wellington Management Co. LLP (WMC) is a SEC-registered investment advisor and mutual fund manager headquartered in Boston, Massachusetts. The firm was founded in 1928 and is a subsidiary of Wellington Investment Advisors Holdings LLP, ultimately held by Wellington Management Group LLP. WMC offers investment management services for a fee to separate account clients and mutual funds sponsored by unaffiliated parties, and to investment vehicles that the firm sponsors.

BJ's Wholesale Club, Inc. operates warehouse clubs and superstores. The firm provides electronics, computers, office supplies, home and seasonal products, organic foods and meat, sports equipment. The company was founded on November 19, 1996 and is headquartered in Westborough, MA.

Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis.

The Washington Trust Co. of Westerly (Investment Management) (WTC-IM) is the asset management division of The Washington Trust Co. of Westerly, a community bank headquartered in Westerly, Rhode Island. The firm was founded in 1902 and is a subsidiary of Washington Trust Bancorp, Inc. (NASDAQ: WASH). WTC-IM offers a range of personal and business financial services which includes trust services, investment management services and wealth management services. They manage portfolios for individuals, institutions and ERISA pension plans.

Founded in 1922, Weeden & Co. LP is a broker/dealer headquartered in Greenwich, Connecticut with additional offices in Boston, Chicago, Minneapolis and San Francisco. The firm offers a full array of investment services with independent value-added research covering various sectors. Weeden's research goal is to produce independent, actionable long/short ideas that are free from the inherent conflicts created by investment banking. The firm vigilantly monitors proprietary, quantitative and fundamental indicators across all asset classes to identify and communicate important inflection points within the marketplace to clients. Their equities trading division specializes in difficult-to-execute orders. They are a member of the FINRA, NASDAQ and the SIPC.

JPMorgan Private Wealth Advisors LLC (JPMPWA) is a SEC-registered investment advisor and wealth management firm headquartered in San Francisco, California. Formerly known as First Republic Investment Management, Inc., the firm was previously a wholly owned subsidiary of First Republic Bank (OTCMKTS: FRCB) (FRB). In May 2023, JPMorgan Chase & Co. (NYSE: JPM) (JPM) acquired the substantial majority of assets and assumed the deposits and certain other liabilities of FRB. Following the acquisition, the firm became a wholly owned subsidiary of JPMorgan Chase Holdings LLC, a wholly owned subsidiary of JPM. JPMPWA provides full-service personalized wealth management solutions for individuals, trusts, families, foundations, endowments, pensions, defined contribution plans, profit-sharing plans, banks, for-profit and not-for-profit institutions and other business entities.

Full Circle Fund Ltd. engages in philanthropy organization cultivating the next generation of community leaders. The firm serves nonprofits, businesses, and government agencies in partnerships that result in significant impact on the community. The company was founded by Josh Becker and Bart Decrem and is headquartered in San Francisco, CA.

Upserve, Inc. operates as a restaurant management cloud-software company. Its platform connects social and payment networks facilitating consumers to recommend purchase experiences, and discover new places and products through friends. The firm offers products to the restaurant, bar, liquor, retail, and e-commerce sectors. The company was founded by Angus M. Davis in 2009 and is headquartered in Providence, RI.

Franklin Advisers, Inc. is a SEC-registered investment advisor and mutual fund manager headquartered in San Mateo, California. The firm was founded in 1985 and is a wholly-owned subsidiary of Franklin Resources, Inc. (NYSE: BEN), a holding company that, together with its various subsidiaries, is referred to as Franklin Templeton Investments. Franklin Advisers provides investment advisory and portfolio management services to US and non-US, registered open-end and closed-end funds and unregistered funds, as well as separate accounts.

Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry.

Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis.

GivingCapital, Inc. develops online donor-advised fund platform. It provides organizations with the capability to increase assets through the creation, distribution, and processing of complex wealth management products and services. The company was founded on December 17, 2003 and is headquartered in Jenkintown, PA.

Ironside capital Partners LLC (Ironside Capital) is a venture capital firm founded in 1998 by Stephen M. Brackett, Myles P. Gilbert, William M. Sheehan, and Dave Z. Alpert. The firm is headquartered in West Newton, Massachusetts.

Merge Healthcare Solutions, Inc. provides radiology, medical image and information management solutions to specialty healthcare providers. Its go-to-market strategy focuses on two primary market segments: Ambulatory Imaging Businesses and Acute Care Facilities. The Ambulatory Imaging Businesses segment consists of radiology groups, teleradiology businesses, imaging centers, multi-specialty groups and billing services. The Acute Care Facilities segment consists of hospitals and integrated delivery networks. The company was founded in November 1996 and is headquartered in Boston, MA.

American Cancer Society, Inc. provides information on cancer occurrence, survival, prevention, early detection, and treatment. The non-profit company is based in Kennesaw, GA and has subsidiaries in the United States. The company's SHES department is an intramural research program with world-renowned epidemiologists and health scientists. The company was founded in 1913 by Candy Arrington. Karen E. Knudsen has been the CEO of the company since 2021.

CVS, Inc. (Maryland) provides engineering, maintenance, and control programming services for video, audio, and control system. The company was founded in 1989 and is headquartered in Mount Airy, MD.

Champion Petfoods LP produces and markets pet food products for dogs and cats. The firm offers meat ingredients, fruits and vegetables, and meat concentrated and protein based products. The company was founded by Reiner Muhlenfeld in 1985 and is headquartered in Edmonton, Canada.

Winthrop-University Hospital, Inc. provides health care and medical services. It offers lung care, neurosciences, digestive disorders, cancer and women’s health. The company was founded in 1896 and is headquartered in Mineola, NY.

NYU Winthrop Hospital engages in the provision of healthcare services and operation of a medical academic and ACS level 1 trauma center. It offers inpatient and outpatient programs and services. It also operates a research institute for medical research and studies. The company was founded in 1896 and is headquartered in Mineola, NY.

The Tech Interactive is a science and technology center located in downtown San Jose, CA. The non-profit company offers hands-on activities, experimental labs, and design challenge experiences to inspire innovation and problem-solving skills in people of all ages. The company is committed to providing immersive STEM experiences for learners and educators through their exhibits, IMAX films, and signature programs like The Tech Challenge. The Bowers Institute also offers online resources and workshops to teach educators about new advances in STEM teaching. The company was founded by Edwin V. Zschau and David S. Lee.

Fidelity Charitable Services provides administrative and other services to charitable organizations such as private foundations and donor-advised funds, including the Fidelity Charitable Gift Fund. Its services include solutions for clients with substantial assets, financial needs and complicated tax issues. The company also provides process for setting up and managing charitable accounts. Fidelity Charitable Services is headquartered in Covington, KY.

ICONIQ Capital LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2011 by Michael Anders and Divesh Makan. They are a subsidiary of Iconiq Capital Group LP. ICONIQ Capital provides investment advisory and family office services, and also manages direct investments with a focus on technology growth equity, venture capital and real estate opportunities.

San Francisco Symphony provides symphony orchestra presentations. The firm enriches, serves, and shapes cultural life throughout the spectrum of bay area communities. It offers performer’s series, south bay, organ and chorus concerts, open rehearsals, chamber music, youth orchestra concerts, family-friendly concerts and special events. The company was founded in 1911 and is headquartered in San Francisco, CA.

ICONIQ Capital (ICONIQ) is a private equity and venture capital firm a subsidiary of ICONIQ Capital LLC founded in 2011 by Divesh Kanthylal Makan, Michael Thomas Anders and Chad Louis Boeding. The firm is headquartered in the San Francisco, California.

Global Poverty Project, Inc. is an international education and advocacy organization. The company was founded by Simon Moss, Hugh Evans and Wei Soo in 2008 and is headquartered in New York, NY.

Veristat LLC engages in the provision of statistical and medical consulting services to the pharmaceutical and biotechnology industries. Its services include data management, biostatistics, statistical programming, medical writing, clinical monitoring, project management, regulatory submissions, and strategic consulting. The company was founded by Barbara Balser and John P. Balser in 1994 and is headquartered in Southborough, MA.

Women & Infants Hospital of Rhode Island operates as non-profit organization. It provides health care services for women and newborns. The company was founded on 2009 and is headquartered in Providence, RI.